Share a Single Content Item
- In the Content Builder grid, find the item you want to share.
- Expand the dropdown menu by the item.
- Select Share.
- Select the business units that can access the item.
- Choose the Edit Permissions for the recipient business units.
- Click Share. The recipients can now access this content in the Shared with Us view in their business unit.
What are the sharing rules in Salesforce?
Sharing Rules in Salesforce
- Sharing Rules are used to open up the access to Salesforce Record on top of OWD and Role Hierarchy.
- Sharing rules only work if the OWD for the record is either Private or Public Read Only for any ( Default Internal or Default External ).
- When Sharing Rule is executed and open up the access to any record. ...
How to give access to external users in Salesforce?
- To Share with particular Users click on ‘Share with people’.
- Type the Search choose the Name of the User and to whom the File needs to be shared.
- Specify the user is either a ‘Viewer’ or ‘Collaborator’ to the File being shared.
How to upload packages in Salesforce?
- Determine if you want to create and upload a managed or unmanaged package.
- Optionally, install the License Management Application (LMA) from http://sites.force.com/appexchange. Search for License Management App to locate it. ...
- Configure your developer settings. ...
How do I upload a document to Salesforce?
- Double check your setup using the “Mapped fields” and “Unmapped fields” count.
- Click “Start Import”
- Your . csv file will now successfully import to Salesforce.
How do I share a contents document in Salesforce?
To share a file with one or more Chatter groups:Share the file from one of these locations: ... Enter the name of the group you want to share the file with, and select it by clicking its name. ... Select access levels for each group. ... Optionally, add a message to your post. ... Click Share and Close.
Can't share file with some selected Salesforce?
There are two reasons why this behavior can occur: The user is not a file owner or a collaborator. For more information, please see Change File Access in Lightning Experience. The file is shared in a library.
How do I control file access in Salesforce?
Under Salesforce Files, choose General Settings. Enable the preference Set file access to Set by Record for files attached to records. Viewers can view, download, and share files. Collaborators can view, download, share, edit the file, and upload new versions.
Where are shared Documents in Salesforce?
In Salesforce Classic, click Show All to open Sharing Settings, where you can: See who the file is shared with and their permission: owner, collaborator, viewer, or no access. To share the file with specific people, click People on the Sharing Settings dialog box.
How does file sharing work in Salesforce?
Click Share and Close. Recipients receive a link to the file and a message that you have shared a file with them. Lightning Experience users receive this message as an email notification. Salesforce Classic users get a private Chatter message on their My Messages page on the Chatter tab.
How do I share files with community users?
Use Chatter Publisher to share files with Digital Experience Site UsersOn the Chatter tab, click Post.Click the paper clip icon.Click Upload Files.Select your file.Click Add.In 'To,' select All with access.Click Share.
How do I make a file public in Salesforce?
For a single file,From Files home or a files related list on a record, right-click a file and choose Public Link.From Chatter, right-click the file thumbnail in the feed and choose Public Link.
Who can see files in Salesforce?
Only the file owner, users with Modify All Data or View all Data permission, and specific file viewers can find and view this file. External users see files posted to records they have access to, unless the record post was marked Internal Only.
How do I restrict someone to upload a file in Salesforce?
To enable, go to Setup and in Salesforce Files | General Settings select Allow site guest users to upload files....Required Editions and User PermissionsOpen Experience Workspaces.Select Administration | Preferences, then enter your limits in the Files section on the page. ... Click Save.
How do I give access to a document in Salesforce?
On a file detail page, click Share File | Sharing Settings. Find the person or group whose access you want to change, or change access for Any Chatter user in your company . Select Viewer, Collaborator, or No Access (for your company). Or, for files shared with records, change to Set by Record.
How do I access my documents folder in Salesforce?
To access document folders in Salesforce Classic, click the Documents tab. To access library folders in Lightning Experience, click the Files tab, and then click Libraries. To access Classic email template folders, from Setup, in the Quick Find box, enter Classic Email Templates , then select Classic Email Templates.
How do I access documents in Salesforce?
Clicking on the Documents tab displays the documents home page. Note If the Documents tab is not visible, you can customize your display to show it. Under Find a Document, enter keywords to search for a document. In the Document Folders section, select a folder to view all the documents contained in that folder.
Can you restrict access to files in Salesforce?
You can restrict access to shared files that you own by making them private. Use the File Privacy on Records setting to control who can see a file when it's attached to a record. The setting is available when you edit a file's details.
How do I edit access to a file in Salesforce?
On a file detail page, click Share File | Sharing Settings. Find the person or group whose access you want to change, or change access for Any Chatter user in your company . Select Viewer, Collaborator, or No Access (for your company). Or, for files shared with records, change to Set by Record.
How do I make attachments private in Salesforce?
This feature is also available in Experience Builder sites.On the Files home page, open the actions menu of the file you want to change and select Edit File Details.From the File Privacy on Records list, select an option for controlling the file's visibility when it's attached to a record. ... Click Save.
How do I make a file private?
Simply visit your Photo app and navigate to the media you wish to hide, once there tap the share button (the square with the upward facing arrow), and select hide from the menu. The photo you just chose to hide will no longer be viewable from the main camera roll or any of the adjacent photo features.
Create and Share a File Link in Lightning Experience
In Lightning Experience you can share a link to a single file or folders. For a single file,
Create and Share a Public Link for a Folder in Lightning Experience
You can create public links to share folders, giving recipients inside or outside your company access to sets of files. The public link is an encrypted URL. Folder Sharing in Lightning Experience provides an alternative to Content Packs in Classic. From the Library folder’s row-level actions click Public Link | Copy Link.
Create and Share a File Link in Salesforce Classic
On Files home, click Upload files, select a file, then click Sharing Settings and choose Anyone with Link. Copy the link and share it with people inside or outside your company.
Enable Link Sharing
From Setup, enter Content Deliveries and Public Links in the Quick Find box, and select Content Deliveries and Public Links. Select Content Deliveries feature can be enabled for users and Public Links can be enabled for users (Requires Content Deliveries).
Where is Salesforce stored?
Most data in Salesforce is stored as records in the Salesforce database for your organization (technically, Salesforce uses a multi-tenant architecture that uses a combined structure to store data from different organizations, but that’s a not how you experience it as a user). But some information you might want to store and share exists in files, and it probably doesn’t make sense to convert that information into fields in records. Thankfully, there are a number of ways you can work with your files in Salesforce.
How many times can you share a file?
You, unfortunately, can’t share a file unlimited times. The maximum is 100 shares, regardless of whether you’re sharing it with a record, a person, or a group.
What happens when you share a chatter file?
When you share a file with a public group, all Chatter users in your company become and the file is considered shared with your company.
What is a private shared file?
Privately Shared File. A privately shared file is a file that has been shared with specific people or groups. It may have been shared through Salesforce sharing, by creating a file link and sharing the link, posting the file to a feed on a record (as opposed to a public feed), or publishing it to a private library.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
What is a collaborator in a file?
Collaborator. A user can become a "collaborator" on a file when the owner shares the file with them and chooses to grant them collaborator status. A designated file collaborator has the following file permissions: view or preview. download.
How to check how people are using a set of files?
If you want to check out how people are using a set of files, you can run a file report to view and analyze the data.
BACKGROUND
We are now deciding if storing files inside Salesforce would give us any benefit comparing to 3rd party providers. The main requirements are (1) allow big files (up to 1 GB); (2) Allow for public sharing (namely generate download links) so that external users can download files.
QUESTION
Does it mean that we can share files with external users just with Salesforce Files? Are there any implications or hidden "traps"? And for this neither the "Salesforce CRM Content User" license nor Content Deliveries are necessary (as long as we don't need some flexible behavior for shared files, like password protection).
What is a library permission in Salesforce?
This will allow you to add, edit, and delete Library Permissions - a Library Permission is a set of user privileges for Salesforce CRM Content libraries.
What to do if you don't see Deliver Content action?
If you do not see Deliver Content action, reach out to Salesforce support to enable it.
Can you share documents via public links?
This is pretty similar to Content Deliveries in classic, but public links let you share documents easily via links, but without password protection, expiration, or usage tracking.
Does Salesforce have a shared folder?
In Winter '19, Salesforce introduces a new feature for the ability to share files in a folder to the public. Here is the article Share Multiple Files in a Folder Using Public Links. This feature is available only in Lightning.
What can users do with attachments in Salesforce?
Basically, attachments are pretty limited compared to Salesforce Files. What can users do with attachments? Attach them to records. That’s it. And attachments exist only in the context of the records that they’re attached to. They aren’t included in Files home or the Files related list. Users can’t share them in Chatter or with others. All users can do is view and download them.
Why is Lightning Experience different from Salesforce Classic?
The answer is because there is beauty in simplicity. In Lightning Experience, Salesforce Files unifies all your users’ ...
What does Lightning Experience do when uploading files?
When you upload a file in Lightning Experience, whether it’s from the Files related list, the Notes & Attachments related list, or elsewhere, it’s uploaded as a Salesforce File. That means that the Notes & Attachments related list can contain a mix of attachments that originated in Salesforce Classic and Salesforce Files uploaded via Lightning.
What is a file related list?
The Files related list lets your users upload files they want to relate to records. The list contains only Salesforce Files.
Can you upload notes to Lightning Experience?
When uploading a file to either related list in Lightning Experience, it’s uploaded as a Salesforce File. It’s fine to use the Notes & Attachments related list while you still need access to your old notes and attachments from Salesforce Classic, but eventually you want to only use the Files related list and Notes related list.
Can you create attachments in Lightning Experience?
But attachments will eventually be deprecated, so to help slow their proliferation, users can’t create new attachments in Lightning Experience.
Can you move files between Salesforce libraries?
Users can move files between libraries and create subfolders within libraries. Currently, users switch to Salesforce Classic to create and manage libraries or create content packs. But that’s a short-term inconvenience because we’re working on adding these options to Lightning Experience in a not-too-future release.
